HDUS

Hartford Discip Eqty ETFETF
UnclassifiedUSCUSIP 518416870◍ Confluence graph
Tracked 13F Holders
33
-20 QoQ
13F Value (tracked)
$160.0M
13F Moves · latest Q
4 added
2 trimmed
Recent Filings
0

Who owns HDUS?

33 tracked 13F filers

33 tracked 13F filers disclose a position in HDUS as of the latest SEC 13F filings, a combined $160.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1RiverFront Investment Group, LLC
$62.1M
874K
+6.2%
Added · +51K sh
Q2 2026
2ENVESTNET ASSET MANAGEMENT INC
$42.2M
669K
+3.4%
Added · +22K sh
Q1 2026
3LPL Financial LLC
$20.6M
327K
+8.0%
Added · +24K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$14.5M
229K
+2.5%
Added · +6K sh
Q1 2026
5ROYAL BANK OF CANADA
$8.9M
141K
+0.6%
Added · +786 sh
Q1 2026
6STIFEL FINANCIAL CORP
$2.1M
33K
+3.5%
Added · +1K sh
Q1 2026
7JONES FINANCIAL COMPANIES LLLP
$1.9M
31K
+115%
Added · +17K sh
Q1 2026
8JPMORGAN CHASE & CO
$1.2M
20K
+2.5%
Added · +487 sh
Q1 2026
9TRUIST FINANCIAL CORP
$1.0M
16K
−2.1%
Reduced · −359 sh
Q1 2026
10JANE STREET GROUP, LLC
$878K
14K
+61%
Added · +5K sh
Q1 2026
11COMMONWEALTH EQUITY SERVICES, LLC
$807K
13K
+4.9%
Added · +596 sh
Q1 2026
12CITADEL ADVISORS LLC
$633K
10K
−18%
Reduced · −2K sh
Q1 2026
13Cetera Investment Advisers
$486K
8K
+1.0%
Added · +76 sh
Q1 2026
14&PARTNERS
$424K
6K
+3.0%
Added · +173 sh
Q2 2026
15NICOLET BANKSHARES INC
$256K
4K
+0.3%
Added · +10 sh
Q2 2026
16Savant Capital, LLC
$250K
4K
~0%
Added · +1 sh
Q2 2026
17Kingsview Wealth Management, LLC
$248K
3K
−17%
Reduced · −699 sh
Q2 2026
18FIFTH THIRD BANCORP
$201K
3K
New
+3K sh
Q1 2026
19Moors & Cabot, Inc.
$214K
3K
New
+3K sh
Q2 2026
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$211K
3K
New
+3K sh
Q2 2026
21Sowell Financial Services LLC
$203K
3K
−47%
Reduced · −2K sh
Q2 2026
22PRIVATE TRUST CO NA
$182K
3K
+38%
Added · +703 sh
Q2 2026
23OSAIC HOLDINGS, INC.
$125K
2K
+5.9%
Added · +110 sh
Q1 2026
24MORGAN STANLEY
$60K
949
−11%
Reduced · −114 sh
Q1 2026
25Advisory Services Network, LLC
$47K
747
New
+747 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is HDUS being bought or sold by institutions?

Last quarter, 3 funds opened a new position in HDUS and 1 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
1
funds
Reduced
2
funds
Exited
0
funds

Funds that own HDUS also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA8 funds$4.1B
ISHARES CORE S&P 500 ETFIVV8 funds$3.1B
APPLE INCAAPL8 funds$2.3B
AMAZON.COM INCAMZN8 funds$2.1B
MICRON TECHNOLOGY INCMU8 funds$1.7B
MICROSOFT CORPMSFT8 funds$1.5B
TAIWAN SEMICONDUCTOR-SP ADRTSM8 funds$1.5B
BROADCOM INCAVGO8 funds$1.2B
META PLATFORMS INC-CLASS AMETA8 funds$1.2B
ALPHABET INC-CL AGOOGL8 funds$1.1B
ALPHABET INC-CL CGOOG8 funds$1.0B
JPMORGAN CHASE & COJPM8 funds$954.6M

Ranked by how many of HDUS's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

12 funds-6 since Q3 2024
01632Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $64.2M

Share classes

Class13F holdersValue held
RODMmc121 funds$1.0B
ROUSMF Closed and MF Open64 funds$374.9M
ROAMHARTFRD EMRG ETF35 funds$77.7M
HDUSthis pageHARTFORD DISCIPL33 funds$160.0M
ROSCHARTFORD MLT SML24 funds$49.7M
HQGOHARTFORD US QUAL3 funds$45.4M
518416847HARTFORD US VALU2 funds$47.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in HDUS

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HDUS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HDUS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HDUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.